Small Business Banking Relationship Advisor

Fulton Financial; Hickorytown (PA); On-site; USD 30,000 - 50,000; Full time

Benefits offered by this job

Medical plans

Dental and vision insurance

401(k) with employer match

Paid time off

Disability insurance

Maternity and parental leave

Educational assistance

Wellness program

Job summary

Fulton Bank in Plymouth Meeting, PA is seeking a Financial Center Relationship Specialist to manage a small business portfolio and deliver tailored banking solutions. You will engage in proactive sales, build trusted advisor relationships, and promote digital banking tools within a customer-centric, compliant framework.

This full-time role requires 3+ years in sales and customer service, banking experience, and a Notary Public certification.

Qualifications

• High School Diploma or equivalent. Specialty: not applicable at this level. (Required)
• Associate Degree or the equivalent experience. Specialty: Business or other related. (Preferred)
• 3 or more years demonstrated sales experience. (Required)
• 3 or more years customer service experience. (Required)
• 2 or more years prior banking experience (preferably to include Small Business). (Preferred)
• Notary Public. (Potentially)
• Pro-active and result oriented (Required)
• Highly collaborative (with partners, manager and Financial Center teams) (Required)
• Excellent communication skills and ability to have needs-based conversations (Required)
• Desire to serve as a sales/service expert serving Small Business clients in the Financial Center (Required)

Responsibilities

• Manage a portfolio of small business customers, primary contact for all banking needs and cross-sell opportunities.
• Drive proactive sales conversations through multiple channels and use digital tools to demonstrate solutions.
• Promote banking solutions via CRM to deepen relationships and deliver one-stop financial services.
• Maintain compliance with regulations and Fulton policies in daily operations.
• Balance various tasks depending on branch traffic while delivering excellent customer service.

Skills

Pro-active

Collaborative

Communication

Needs-based conversations

Small Business sales

Education

High School Diploma or equivalent

Associate Degree or equivalent in Business or related

Notary Public

Tools

CRM system

Job description

Fulton Bank in Plymouth Meeting, PA is seeking a Financial Center Relationship Specialist to manage a small business portfolio and deliver tailored banking solutions. You will engage in proactive sales, build trusted advisor relationships, and promote digital banking tools within a customer-centric, compliant framework.

This full-time role requires 3+ years in sales and customer service, banking experience, and a Notary Public certification.